Filed December 11, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $216,063 |
Filed as: CAPTRUST Service code 10 · EIN 26-0058143 | Accounting | $65,000 |
Filed as: FIFTH THIRD BANK Service code 15 · EIN 31-0854434 | Recordkeeping | $53,484 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $26,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,259 | $36,321+10.8% | $89,414-55.0% | $106,273-62.1% |
| Participation rate | 11.2% | 29.8%-18.6pp | 68.0%-56.7pp | 70.8%-59.6pp |
| Annual return | 20.26% | 24.00%-3.7pp | 245.50%-225.2pp | 21.70%-1.4pp |
| Employer contribution / active EE | $29 | $507-94.2% | $2,586-98.9% | $2,722-98.9% |
| Participant deferral / active EE | $411 | $1,286-68.0% | $3,890-89.4% | $4,601-91.1% |
| Admin fee / account holder | $92 | $78+18.8% | $4,883-98.1% | $78+18.0% |